Anic Equity¶
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Total return since start: 0.582 %¶
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Equity now: -----------------------------> 48316.05 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 44254.45 Kr¶
PnL: ---------------------------------------> -801.55 Kr¶
DD now: ---------------------------------> -9.044 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-07 11:17:34.177481'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.320000 | 1623.240000 | 154.240000 | 10.500000 | 1468.999998 |
| Hexatronic Group | 12 | 5.510000 | 1052.160000 | 85.160000 | 8.810000 | 966.999996 |
| Hoist Finance | 35 | -0.350000 | 1009.750000 | 29.750000 | 3.040000 | 980.000000 |
| OX2 | 13 | -0.200000 | 969.800000 | 19.800000 | 2.080000 | 949.999999 |
| INVISIO | 16 | 1.310000 | 3704.000000 | 15.000000 | 0.410000 | 3689.000000 |
| Clas Ohlson B | 12 | 5.860000 | 986.400000 | 13.400000 | 1.380000 | 972.999996 |
| BioGaia B | 8 | 3.420000 | 942.400000 | 12.400000 | 1.330000 | 930.000000 |
| Gränges | 9 | 2.060000 | 935.100000 | 7.100000 | 0.770000 | 927.999999 |
| HEXPOL B | 9 | 1.690000 | 1026.000000 | 5.000000 | 0.490000 | 1020.999996 |
| VEF | 909 | 1.290000 | 1854.360000 | 4.360000 | 0.240000 | 1850.000436 |
| Sagax B | 4 | 0.230000 | 857.600000 | 3.600000 | 0.420000 | 854.000000 |
| JM | 6 | -1.100000 | 862.800000 | -1.200000 | -0.140000 | 864.000000 |
| Sagax A | 4 | 0.000000 | 852.000000 | -2.000000 | -0.230000 | 854.000000 |
| AcadeMedia | 8 | -0.200000 | 399.200000 | -2.800000 | -0.700000 | 402.000000 |
| Bilia A | 8 | 1.460000 | 891.200000 | -8.800000 | -0.980000 | 900.000000 |
| Byggmax Group | 33 | 2.220000 | 941.160000 | -14.840000 | -1.550000 | 956.000001 |
| Atrium Ljungberg B | 5 | -4.870000 | 918.000000 | -17.000000 | -1.820000 | 935.000000 |
| Catena | 2 | -3.410000 | 770.000000 | -22.000000 | -2.780000 | 792.000000 |
| Addnode Group B | 11 | 2.190000 | 898.150000 | -22.850000 | -2.480000 | 921.000003 |
| Biotage | 7 | -1.280000 | 917.700000 | -23.300000 | -2.480000 | 940.999997 |
| Creaspac SPAC | 39 | 0.110000 | 3689.400000 | -28.600000 | -0.770000 | 3717.999987 |
| ASSA ABLOY B | 3 | -0.360000 | 750.300000 | -28.700000 | -3.680000 | 779.000001 |
| SKF B | 5 | 1.000000 | 909.250000 | -30.750000 | -3.270000 | 940.000000 |
| Alimak Group | 11 | 1.370000 | 895.400000 | -32.600000 | -3.510000 | 927.999996 |
| EQT | 4 | 0.680000 | 798.600000 | -33.400000 | -4.010000 | 832.000000 |
| Nordic Waterproofing Holding | 7 | -0.900000 | 925.400000 | -41.600000 | -4.300000 | 966.999999 |
| Latour B | 4 | 0.890000 | 813.200000 | -43.800000 | -5.110000 | 857.000000 |
| Vitec Software Group B | 2 | 1.970000 | 1037.000000 | -50.000000 | -4.600000 | 1087.000000 |
| Platzer Fastigheter Holding B | 12 | -0.530000 | 903.600000 | -57.400000 | -5.970000 | 960.999996 |
| Bufab | 3 | 1.330000 | 1048.800000 | -60.200000 | -5.430000 | 1109.000001 |
| Indutrade | 5 | 0.000000 | 1153.000000 | -65.000000 | -5.340000 | 1218.000000 |
| Orrön Energy | 180 | 1.150000 | 1974.600000 | -68.400000 | -3.350000 | 2043.000000 |
| Sedana Medical | 93 | 0.000000 | 2395.680000 | -125.320000 | -4.970000 | 2521.000011 |
| BHG Group | 97 | -0.150000 | 1290.100000 | -168.900000 | -11.580000 | 1458.999989 |
| Hexagon B | 26 | 0.280000 | 3259.100000 | -201.900000 | -5.830000 | 3461.000010 |
| TOTAL | 44254.450000 | -801.550000 | -9.04418% | 45056.000411 |
Updated:¶
'2023-07-07 11:17:52.181963'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
